Real-World Case Studies and Customer Success Stories with Vertafore, Inc

Surefyre helped One80 Intermediaries automate manual underwriting and submission processes. The new platform integrated multiple systems and enabled instant quoting,... saving agents about 2.5 hours per policy. One80 saw a 67% increase in new policies issued over 36 months and a 44% rise in agents onboarded in one year. The solution improved data accuracy, reporting, and agent engagement. One80 now delivers faster, more accurate insurance services with Surefyre's automation tools.
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ReferenceConnect helped Jones & Wenner Insurance Agency cut policy research time from weeks to minutes. Staff found all insurance information... in one place, making it easy to write business faster and more accurately. New employees ramped up quickly with centralized resources. The agency became more proactive in risk analysis and client service. ReferenceConnect turned information chaos into a single, trusted source for the team.
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Vertafore ImageRight helped Harleysville Insurance realign its commercial underwriting. The company integrated ImageRight with legacy systems across 16 locations, supporting... 1,400 users. This enabled real-time access to policy information and improved workflow efficiency. Harleysville reduced paper storage needs and improved communication with customers. The solution played a key role in a major organizational change.
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Bloss & Dillard Inc. used Vertafore AIM to modernize its insurance operations. The company trained its entire staff on AIM... in just one week. AIM improved transaction handling and increased accuracy in underwriting. Bloss & Dillard now manages all accounting and underwriting activities in AIM. The system helped them take on new business and streamline workflows. AIM enabled the company to grow while maintaining high customer service standards.
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Vertafore Wrap-Up helped TSIB expand from brokering insurance to administering wrap-up programs. TSIB used Vertafore to provide more personalized service... and reduce costs for clients. The software enabled TSIB to quickly build an administrative practice without hiring more staff. TSIB credits Vertafore for helping them stay ahead in wrap-up administration. Clients now benefit from improved service and cost savings.
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Surefyre helped One80 Intermediaries automate manual underwriting and submission processes. The new platform integrated multiple systems and improved agent onboarding.... One80 saw a 67% increase in new policies issued over 36 months. Agent onboarding rose by 44% in one year. Agents saved about 2.5 hours per policy. The solution enabled instant quoting and better data insights.
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Moody Insurance Agency uses ReferenceConnect AI to improve how they onboard new staff. The tool helps train new producers and... answer client questions faster. This makes it easier for the agency to meet many client needs. Moody Insurance Agency builds stronger customer relationships and becomes a trusted advisor. The agency operates in Colorado with about 140 employees.
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Merchants Insurance Group used ImageRight to move from paper-based processes to automated workflows. This change improved their operational efficiency. The... agency also saw better customer service. The switch to digital helped them work faster and more accurately. ImageRight made their daily tasks easier and more organized.
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ImageRight helped Lockton Companies, LLC move from paper-based workflows to digital processes. The agency partnered with Vertafore to improve efficiency.... Operations became more streamlined after implementing ImageRight. The change reduced chaos and made work easier for the team. Lockton Companies, LLC saw a clear difference in daily tasks. The solution focused on insurance agency workflow automation.
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SeibertKeck Insurance Partners used Vertafore to improve their insurance operations. The solution helped them manage client information more efficiently. They... streamlined workflows and reduced manual tasks. This led to better service for their clients. The team saw faster response times and improved accuracy. Vertafore made their daily work easier and more organized.
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TransactNOW helps Forest Agency connect with carriers faster. The agency spends less time processing carrier business. New employees learn their... jobs more quickly. This lets Forest Agency win more business. Productivity improves every day. TransactNOW is key to their daily work.
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FCCI Insurance Group used Vertafore's ReferenceConnect AI to centralize carrier information for employees and agency partners. Before, staff relied on... paper binders and manual updates, which slowed efficiency. With ReferenceConnect AI, FCCI created a single online source for all reference materials. The solution let subject matter experts update content directly, reducing errors and saving time. FCCI moved one full-time employee to a more strategic role due to these efficiency gains.
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FCCI Insurance Group used Vertafore's ReferenceConnect to centralize information and improve efficiency. Before, employees relied on paper binders and manual... updates. With ReferenceConnect, 500 users now access up-to-date materials instantly. The company eliminated a full-time publishing role and sped up information sharing. Employees and agency partners find information faster, leading to better service and happier teams.
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Entrekin Insurance used Vertafore to improve their insurance operations. The solution helped them manage client information more efficiently. They saw... better workflow and faster response times. The team found it easier to serve customers. Vertafore made daily tasks simpler for Entrekin Insurance.
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Bell & Clements used ImageRight to move to a paperless system. This helped them increase productivity. They also reduced costs... across their global operations. The company saw clear benefits from using Vertafore's solution. The case highlights the impact of digital document management in insurance.
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BEVCO Insurance used Vertafore to improve their insurance operations. The solution helped them manage client information more efficiently. BEVCO Insurance... saw better workflow and faster service for their customers. The agency found it easier to handle policies and renewals. Vertafore made daily tasks simpler for the team. This led to a smoother experience for both staff and clients.
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Acorn Life used Vertafore ImageRight to speed up new business processing. The solution helped Acorn Life improve customer service. The... agency became known for operational excellence. ImageRight made their service and processes more efficient. Acorn Life positioned itself as a leader in customer service. The company streamlined its operations with this technology.
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Sircon helped Assurity Life cut agent authorization time by 75%. The onboarding and contracting process became much faster. Agent complaints... dropped. The experience is now seamless and compliant. Assurity Life saw better efficiency and smoother operations.
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Trucordia used Vertafore's AgencyOne and AMS360 to connect key tools and reduce manual work. Staff saved time by automating data... entry and sharing information across locations. Custom dashboards gave teams more control and visibility. Standardized workflows improved efficiency for servicing teams nationwide. The solution freed up time for better client service and made future integrations easier.
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Relation Insurance used Vertafore to boost its AI strategy and improve agency operations. The company launched RelationGPT to help 1,400... employees use AI securely and efficiently. Vertafore provided a strong data foundation and flexible tools that fit Relation’s business needs. The partnership allowed Relation to quickly test and deploy new AI solutions. Employees now spend less time on manual tasks and more time with customers. Vertafore’s support helps Relation keep evolving its AI approach for better service.
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Westfield Insurance used Sircon for Carriers from Vertafore to automate producer compliance and agent onboarding. Before, onboarding was slow and... costly, with agents appointed in many states unnecessarily. With automation, Westfield now appoints agents only when they write business. This cut onboarding costs and freed staff for strategic work. Agents get a faster, seamless experience, and Westfield saves money year after year.
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Vertafore’s AgencyOne helped SeibertKeck Insurance Partners connect data across 20+ locations. Staff now access client information faster and spend less... time searching. The platform reduced manual data entry and improved onboarding for new employees. AgencyOne’s dashboard gives staff a full view of client history and claims. This led to stronger client relationships and more efficient operations.
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Bowen, Miclette & Britt used WorkSmart to improve their business process visibility. The agency reduced the submission lifecycle with this... technology. They achieved record efficiency in their operations. WorkSmart helped them provide better customer service. The agency gained more control over their workflows. This led to faster and more efficient service for clients.
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Kerry's Insurance Services uses FSC Rater from Vertafore to turn leads into customers. The agency has relied on this tool... since the start of its business. FSC Rater helps Kerry's Insurance grow by making it easier to convert prospects. The solution supports business growth in the insurance sector. Kerry's Insurance trusts Vertafore for lead conversion and customer acquisition.
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ReferenceConnect AI helped Jones & Wenner Insurance, Inc. improve operational efficiency. The agency used Vertafore's solution to write business faster... and more accurately. Staff became trusted authorities for their clients. The agency increased revenue and built stronger customer relationships. The solution enabled a more proactive approach to client service.
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AMS360 helped Brightway Insurance improve data analytics and forecasting. The platform made training and onboarding faster. Brightway used AMS360 to... support its franchise growth. The solution let them offer better service to customers. AMS360 increased efficiency across their operations.
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Higgins & Bolduc Agency used AMS360 to improve customer experience and streamline operations. The agency is small and family-owned. AMS360... helped them compete with larger insurance companies. They saw substantial growth over 25 years. The solution made them more efficient and competitive. Their story shows the impact of adopting modern insurance management software.
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Vertafore helped Hyland Insurance go fully paperless and automate key processes. The agency quickly shifted to remote work during the... 2020 pandemic. Staff saved time with automation and self-service tools. Clients accessed policy info and paid bills online using InsurLink. Integrated solutions improved productivity and client engagement. Hyland's team felt more in control and proactive with Vertafore's support.
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Gillman Insurance Problem Solvers used Vertafore’s AMS360, InsurLink, and Client Communications to modernize their agency. They doubled revenue over six... years while adding only one or two staff. The agency maintained over $200,000 in revenue per employee and achieved retention rates in the 90th percentile. Automated communication and customer self-service improved both client experience and employee productivity. Vertafore’s solutions helped them become a Best Practices Top Performer in their category.
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QQCatalyst helped ETA Insurance Group go paperless and improve efficiency. The agency reduced time spent on simple inquiries by over... 80%. Automated onboarding and marketing communications now save staff time and improve client relationships. Built-in texting and mobile features let ETA respond to customers from anywhere. Employees can now access client files instantly, boosting productivity and service speed.
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Agency Revolution helped Action Insurance Service grow its business and improve customer communications. The Fuse platform integrated with Vertafore’s AMS360,... enabling targeted campaigns and automated outreach. Action Insurance increased client retention from 92% to 95% and raised average policies per client from 1.8 to 1.87. The agency tripled client outreach and boosted online reviews from 2 to over 20. The Fuse Dashboard made campaign results easy to track and improved team accountability.
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Vertafore helped XPT Specialty connect its systems for insurance quoting and data management. XPT used integrations with AIM, NetRate, Surefyre,... and ImageRight to cut duplicate entry and speed up submissions. This made work easier for agents and carriers. XPT won Vertafore’s 2025 Speed to Market Innovator Award for these efforts. Their approach set a new standard for technology partnerships in insurance.
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Vertafore's QQCatalyst and Orange Partner Program helped Entrekin Insurance triple its sales premiums and achieve a 98. 7% retention rate,...far above the industry average. The agency also reached a net promoter score of 99, compared to the industry average of 32. Automation features in QQCatalyst allowed the three-person team to focus on client education and personalized service. Integrations like the Insurance Agent App enabled faster claims processing and continuous client engagement. Entrekin Insurance credits Vertafore solutions for driving growth and building strong customer relationships.
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One80 Intermediaries used Surefyre's automation platform to fix slow, manual insurance workflows. They automated underwriting and integrated systems to cut... down on email and data entry. The new digital platform made it easier to onboard agents and process more policies. One80 gained better data insights and reporting. The changes helped them grow faster and stand out from competitors.
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Marshall & Sterling Insurance used Vertafore's WorkSmart to handle over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency managed... a surge in claims without adding staff. WorkSmart helped route work, manage bottlenecks, and organize documents. Staff could see tasks and reassign work quickly. The solution integrated with other Vertafore products and internal systems.
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NetRate helped American Specialty Insurance & Risk Services, Inc. improve efficiency in commercial lines rating. The company serves sports, leisure,... and entertainment clients, facing complex risk exposures. NetRate's speed and flexibility let them adapt quickly to market changes. The tool is user-friendly and reduces errors by eliminating data re-entry. American Specialty values NetRate for its fast processing and intuitive design.
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RiskMatch helped Keystone Agency Partners (KAP) achieve 80% adoption among its 19 partner agencies. KAP used RiskMatch to unify data... from different agency management systems and improve operational efficiency. The platform enabled KAP to analyze agency performance, optimize resource allocation, and tailor services for different client segments. Collaboration and data transparency fostered a unified culture and healthy competition across agencies. KAP now uses data insights to guide growth and investment decisions.
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AMS360 by Vertafore helped Oyer, Macoviak and Associates automate insurance workflows. The agency used API integrations to cut manual policy... changes from 30 minutes to 30 seconds. They achieved 26% annual growth without hiring more staff. Claims processing now requires little to no paperwork. Staff save an hour per day on routine tasks, boosting profitability and customer service.
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Vertafore's AIM and ImageRight helped U. S. Risk, LLC automate reporting and streamline workflows. The company replaced manual paperwork and...data entry with digital tools. Reporting accuracy improved across all branches. Payment processing with agency partners became fully digital. U.S. Risk now saves time and serves agents faster. The solution increased consistency and reduced errors in compliance tasks.
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Vertafore’s AMS360 and integrated solutions help Harbor Brenn Insurance Agencies serve thousands of personal lines clients efficiently. Automation enables proactive... client outreach, like renewal reminders, with a 42% open rate. Quick navigation features streamline workflows for staff. The agency balances technology and empathy to maintain strong customer relationships. Vertafore’s tools support revenue growth and client retention, even during industry challenges.
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MGA Systems helped DUAL Group migrate 60,000 legacy policies and now supports over 200,000 policies online. Brokers can now quote... 10 times more business than before, boosting revenue. The system reduced manual review of quotes from 45% to just 10%. Open APIs allow easy integration with other platforms. DUAL Group expanded quickly in Australia, New Zealand, and new markets using MGA Systems.
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Gillman Insurance Problem Solvers used Vertafore’s AMS360 and InsurLink to modernize their agency. They doubled revenue in six years while... adding only one or two staff. The agency maintained over $200,000 in revenue per employee. Retention rates stayed in the 90th percentile. Automated client communications and a self-service portal improved customer experience and productivity.
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MMG Insurance Company used Vertafore’s TransactNOW to connect with agents in real time. The company wanted to help agents work... faster and more efficiently. After implementing TransactNOW, MMG saw transaction volumes exceed expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. MMG also improved data reliability and reduced data entry costs.
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SeibertKeck Insurance Partners used Vertafore's InsurLink to boost customer retention. The agency offered clients a self-service portal for easy access... to insurance documents and payments. This digital solution reduced costs tied to processing physical checks. Employees spent less time on simple inquiries and more time helping clients. The portal led to higher engagement and made customers less likely to switch agencies.
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FCCI Insurance Group used Vertafore's ReferenceConnect AI to centralize carrier information for employees and agency partners. Before, staff relied on... paper binders and manual updates, which slowed growth and caused errors. With ReferenceConnect AI, FCCI created a single online source for all reference materials. The solution let subject matter experts update content directly, reducing errors and saving time. Efficiency gains allowed FCCI to move a full-time employee to a more strategic role.
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Surefyre helped One80 Intermediaries automate manual underwriting and agent onboarding. The platform integrated One80's systems, reducing data re-entry and streamlining... workflows. One80 gained instant quoting and faster, more accurate submissions. The digital portal improved agent experience and set One80 apart from competitors. One80 now uses data insights to optimize operations and support business growth.
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QQCatalyst helped BEVCO Insurance eliminate paper files and filing cabinets. The platform automated daily processes and enabled remote work during... the pandemic. Employees now complete policy workflows in minutes instead of days. Integrations with DocuSign and Bridge improved client communication and agreement management. Since using QQCatalyst, BEVCO Insurance grew premiums by $250,000.
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Vertafore helped Connor Insurance Agency digitize every form, claim, and policy. The agency eliminated paperwork and centralized all client data... using AMS360. Integration with CRM, accounting, and email systems gave a complete view of operations. Automated communications improved client satisfaction, with nearly 700 positive reviews. When faced with a $50,000 bonus loss, Vertafore's tech stack helped the agency stay financially stable.
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Vertafore helped Connor Insurance Agency digitize every form, claim, and policy. The agency eliminated paperwork and centralized all client data... using AMS360. Integration with CRM, accounting, and email systems gave a complete view of operations. Automated communications improved client satisfaction, with nearly 700 positive reviews. When faced with a $50,000 lost bonus, Vertafore's tech stack helped the agency stay financially stable.
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RiskMatch helped Keystone Agency Partners (KAP) achieve 80% adoption among its 19 partner agencies. KAP used RiskMatch to unify data... from different agency management systems and improve operational efficiency. The platform enabled KAP to analyze agency performance, optimize resource allocation, and tailor services for different client segments. Collaboration increased as agencies shared insights and best practices. KAP now uses data-driven insights to guide growth and foster a unified culture across its network.
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Vertafore helped Hyland Insurance go fully paperless and automate key processes. The agency used AMS360, InsurLink, and Orange Partner Integrations... to quickly shift to remote work during the pandemic. Staff saved time with automation and clients accessed services online anytime. Marketing automation kept client relationships strong. Integration of Vertafore tools made Hyland more proactive and efficient.
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Gillman Insurance Problem Solvers used Vertafore’s AMS360 and InsurLink to modernize their agency. They nearly doubled revenue in six years... while adding only one or two staff. The agency maintained over $200,000 in revenue per employee and kept retention rates in the 90th percentile. AMS360 automated communication and reduced manual data entry. InsurLink gave customers self-service options, improving satisfaction and efficiency.
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QQCatalyst helped ETA Insurance Group go fully paperless. The agency cut time spent on simple inquiries by over 80%. Automated... onboarding and marketing save staff hours each week. Employees now access client files instantly, improving service speed. Built-in texting lets customers reach the agency easily. ETA Insurance Group delivers a modern customer experience with Vertafore's technology.
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QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The team used QQCatalyst to automate daily tasks... and work remotely during the pandemic. Integrations with DocuSign and Bridge made client communication and document management faster. The agency saved time and improved workflows, cutting policy processing from days to minutes. BEVCO Insurance grew premiums by $250,000 after adopting QQCatalyst.
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MGA Systems helped DUAL Group, a major international MGA, modernize operations in Australia and New Zealand. The new core management... system enabled migration of 60,000 legacy policies and now supports over 200,000 policies online. Brokers can now quote 10 times more business, with 90-92% of quotes processed automatically, up from 55%. Open APIs allow easy integration with other platforms, reducing manual work and errors. The system cut turnaround times and boosted revenue for DUAL Group.
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MMG Insurance Company used Vertafore’s TransactNOW to connect with agents in real time. The company wanted to help agents work... faster and more efficiently. After implementing TransactNOW, MMG saw transaction volumes exceed expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. MMG also improved data reliability and reduced data entry costs.
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AMS360 from Vertafore helped Oyer, Macoviak and Associates automate insurance workflows. The agency used API integrations to save an hour... per day per employee. Policy changes dropped from 30 minutes to 30 seconds. They grew 26% in a year without hiring more staff. Claims processing now needs little to no paperwork. AMS360 improved data consistency and client service.
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AgencyZoom helped Wurth Insurance Agency boost efficiency and client satisfaction. Todd Wurth used AgencyZoom’s automation to streamline renewals and claims... management. Personalized onboarding made the transition easy for his team. The agency tailored features to fit client needs, leading to higher revenue. Todd shared his setup with other agents, spreading growth across his district.
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Vertafore’s AMS360 and integrated solutions help Harbor Brenn Insurance Agencies serve thousands of personal lines clients efficiently. The agency uses... automation to send renewal reminders, achieving a 42% open rate and high response rates. Quick navigation features in AMS360 streamline workflows and reduce manual work. These tools let the team maintain personal connections while growing revenue. Harbor Brenn credits Vertafore for enabling proactive, client-focused service.
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Surefyre helped One80 Intermediaries automate manual underwriting and agent onboarding. The platform replaced email-driven processes with digital workflows. One80 integrated... its systems to cut down on manual data entry. The solution gave agents a digital portal and enabled instant quoting. One80 gained better data insights and grew new business faster. The portal made E&S placement less paper-intensive and set One80 apart from competitors.
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